ConnectWise CPQ vs. FluidSurveys (Discontinued)

The most powerful features are the fact that you can see when your clients have viewed your quote, and that it can pull in real-time information about the products you are selling. It is all online-based, so you can use it from anywhere which is a big advantage over other quoting tools that I have used. We don't use the procurement capabilities, but for quoting pricing and customer visibility it works fantastically.

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For surveys, and for centralized info-gathering, FluidSurveys provides an excellent solution. There are other programs out there which provide a wider range of solutions (i.e., they can be used for surveying AND comprehensive online engagement, rather than just a data-gathering type of consultation); however, for programming and implementing surveys, FluidSurveys has an effective variety of strengths and options that make it optimal for users who are focused specifically on surveys.

• ConnectWise Sell does an excellent job of neatly presenting quotes and proposals to the end user. There are multiple different options for the look and function of the quotes. There are also options for custom quote templates that are designed directly for your organization.
• ConnectWise Sell does a reasonably good job of connecting to and working with Autotask. It took our organization about 6 months to figure out the correct way to flow from quote to invoice with our systems. Sell will easily pull in your customer information from Autotask into a quote and allow you to send the quote direct from your email.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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• User-friendly. For the majority of the general and basic tools you can use with FluidSurveys to build surveys are simple to use and intuitive. When certain issues come up, the service is quick (chat room) and effective.
• Anonymity: the software has the reputation of being safer in terms of safeguarding private information the respondents share by answering surveys (this is mainly due to the fact that the servers are in Canada). Thus, indirectly, they increase response rates.
• Extensive possibilities: FluidSurveys offers a plethora of possibilities and options that really renders the experience interesting in terms of micro-managing each details of the surveys you are sending out there. When the invitation leaves by email, it is exactly how you want it.

• I'd like to see ConnectWise Sell develop a more user-friendly environment for advanced form and template design that doesn't require developer skills or consulting engagements. in order for us to develop these forms makes us reliant on consultants. These engagements are worth the cost, but sometimes we just don't have time to wait for them to be delivered.
• I'd like to see ConnectWise Sell automatically generate a quote for items such as warranties or services that are expiring in ConnectWise Manage. This would save us a tremendous amount of time preparing quotes.
• I'd like to see a new version automatically created when changes are made to a quote with the ability to reverse or revert back to a particular version. Sometimes people make mistakes and delete or change something they shouldn't have. Or customers want a change to version 1 only to change their minds when you send them the updated one, and want to go back to the original one.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• There should be more flexibility and customizability with regard to survey design (e.g. background, fonts...)

We are in our 4th year with Quosal and fully expect to renew again and again. With their development of additional features such as the Order Porter, Visual Quoting and others, we see the adoption rates continuing to rise while making our time to quoted shorter and shorter. Quosal and ConnecWise's vision of automated quoting is an exciting frontier that we are very happy to be a part of

Note: I am responding to this question as a user of the system and not a representative of my organization.

On a personal level/as a user only, I would definitely continue to use FluidSurveys.On a personal level/as a user only, I would definitely continue to use FluidSurveys.

Quosal is a very solid product with a LOT of functionality. Quosal has two main products that they offer, 'Quosal Sell' and 'Quosal Create.' If you are looking for an "out-of-the-box" or "ready to use" quoting software, I would recommend Quosal Sell. If you are interested exploring advanced functionality and integration or have a resource on staff willing to assume an "admin" role, I would highly recommend Quosal Create.

I think the average person can very quickly pick up on the basics of the system: they would have no problems programming and launching a basic survey. Organizations may benefit from having people of different backgrounds getting their hands dirty in the system: at a minimum, both web programmers and opinion research advisors should be solicited for input or help.

I dont think we use this tool to potential

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Invited by TrustRadius (TR) on Vendor's Behalf

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Have to wait till 11pm EST time to get someone knowledgeable. That sucks truly. Almost half my day is gone. They need to provide premium support, where I can contact a "real" Quosal rep, anytime of the day or night 24/7

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Independently Invited by TrustRadius

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Great implementation, the Quosal team has a smart and well planned process to guide your team through the process. More importantly, they understand the challenges with change and user adoption.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

When it comes to the quoting layout Sell gives you so many more customization options. The item inventory is also easier to maintain. Sell is by far the best selling module that I have used thus far and it has helped keep us more organized.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Although I do not have much experience with Survey Monkey, the only two reasons why I choose FluidSurveys is that clients demand it (privacy and anonymity) and because managing multiple surveys at a time is easier. As for ODK Collect, I think it is a valuable alternative to FluidSurveys if you have time to learn the coding (not very complicated). ODK is a little less user friendly and you cannot address small details as you can with FluidSurveys (e.g.: formatting).

Connectwise Sell is listening and building their software to fit the needs of their customers. Sell is consistently looking to us for feedback and making sure their product is working for us as partners/customers. We feel we are generally behind on getting to know their updates and software upgrades. They are a great vendor and wonderful corporation.

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Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Customer satisfaction improvement. It's an impressive and professional way to present information that our customers appreciate. They not only have a clear way of knowing exactly what is being proposed, but now have another method they can use to easily track and organize approved/ not-approved quotes.
• Improved brand consistency. We have a reputable, trusted image that projects across our client portfolio (not to mention within our community) and this system helps to promote and maintain our transparency and professional image.
• Following up and referencing past quotes is made easy and quickly, which has benefited us from a time-cost savings perspective.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Confidentiality of data is a big concern for our company, and we feel more secure working with a Canadian company. Our clients feel more secure, too.